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Friday, July 30, 2010
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Diploma Student Resources

You must be registered as a STEP Diploma for Canada student to access the documents in this area. All Diploma students can access the general information on the site, however course specific resources are available only to students registered for the particular course.

You will be prompted for a password when you click on one of the links below. The required password can be found in your registration confirmation.

NOTE: Currently, you must enter the password provided in your registration confirmation each time you open a document. You will be given new password information shortly that will allow you to access all Student Resources features with only one sign in.

Student Resources - General:
Tips for Preparing for and Writing a STEP Diploma for Canada Exam

Sample Trust Documents:

  1. Will containing Spousal and Testamentary Trusts
  2. Inter Vivos Trust
  3. Alter Ego Trust
Law of Trusts:
  1. Study Guide
  2. Knowledge Objectives
  3. Visual Overview of the Skills Objectives
  4. Examinable Content
  5. Links to the Provincial Trustee Acts and the Quebec Civil Code
  6. Review Questions and Answers
  7. Review Questions errata (Feb.10, 2010)
  8. Supplementary Materials
  9. Sample Exam Questions
  10. List of Suggested Resources
  11. Trust Course Q&A Sessions and Exam Details (Jan. 19, 2010)
  12. Trust Course Q&A Session Discussion Notes (Feb 16, 2010)
  13. Trust Course Q&A Session Discussion Notes (July 15, 2010)
Taxation of Trusts & Estates
  1. Study Guide
  2. Knowledge Objectives
  3. Skills Objectives
  4. Supplementary Materials (not examinable materials)
  5. Review Questions and Answers
    1. Chapter One to Four Review Questions
    2. Chapter Five to Eight Review Questions
    3. Chapter Nine to Twelve Review Questions
  6. Sample Exam Questions
  7. Summary of Tutorial Session July 13 2010
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